AOI Receives First Volume Order of 1.6T Data Center Transceivers from Major Hyperscale Customer

SUGAR LAND, Texas, March 09, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it received its first volume order for its 1.6T data center transceivers from one of its long-term major hyperscale customers to boost its network bandwidth for AI workloads.

“We are seeing a clear progression toward higher-speed optics as AI clusters scale, and our transceiver portfolio enables our customers to order both 400G and 800G or 1.6T from us,” said Dr. Thompson Lin, Founder, Chairman, and CEO of AOI. “With expansion at our Taiwan facility ongoing and construction underway at our new facility in Sugar Land, Texas, we expect that we will soon have the largest production capacity for 800G and 1.6T transceivers in the U.S., and including both our U.S. and overseas production, we continue to expect to be able to produce over 500,000 units of combined 800G and 1.6T transceviers per month by the end of this year.” 

“As GPU performance increases and AI cluster sizes grow, the network must scale accordingly, and we expect that 1.6T will become the logical next step for hyperscalers,” said Stefan Murry, Chief Financial Officer and Chief Strategy Officer. “The initial order from this long-time customer totaling more than $200 million, is expected to return this customer to its previous status as a 10%+ customer for AOI. Following product qualifications, shipments are expected to begin early in the third quarter of 2026 and should be complete in Q4 of this year.”

Additional Resources:

• AOI Optical Transceivers
• AOI Newsroom

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About AOI  
Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced optical and HFC networking products that are the building blocks for AI datacenters, CATV and broadband fiber access networks around the world. AOI supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and FTTH markets. The company has R&D facilities in Atlanta, GA, and engineering and manufacturing facilities at its corporate headquarters in Sugar Land, TX, as well as in Taipei, Taiwan and Ningbo, China. For additional information, visit www.ao-inc.com.  

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Sara Cicero
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